LPL Financial
BLUE

LPL Financial’s bluebird bio BLUE Stock Holding History

LPL Financial’s Portfolio BLUE Stock Details BLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,304
Closed -$44.7K – 5298
2024
Q3 		$44.7K Sell
4,304
-5,274
-55% -$87.7K ﹤0.01% 5010
2024
Q2 		$189K Sell
9,578
-1,874
-16% -$37.5K ﹤0.01% 4589
2024
Q1 		$293K Buy
11,452
+10,108
+752% +$259K ﹤0.01% 4219
2023
Q4 		$37.1K Buy
+1,344
New +$81.9K ﹤0.01% 4683
2021
Q3 		– Sell
-871
Closed -$361K – 4334
2021
Q2 		$361K Buy
+871
New +$345K ﹤0.01% 3440
2019
Q3 		– Sell
-415
Closed -$683K – 3299
2019
Q2 		$683K Buy
415
+7
+2% +$12.1K ﹤0.01% 2010
2019
Q1 		$832K Buy
408
+27
+7% +$47.5K ﹤0.01% 1783
2018
Q4 		$489K Buy
381
+2
+0.5% +$3.07K ﹤0.01% 2054
2018
Q3 		$717K Sell
379
-39
-9% -$80.6K ﹤0.01% 1933
2018
Q2 		$850K Buy
418
+17
+4% +$38.7K ﹤0.01% 1734
2018
Q1 		$888K Sell
401
-10
-2% -$25.4K ﹤0.01% 1694
2017
Q4 		$947K Buy
+411
New +$834K ﹤0.01% 1557

Other funds holding BLUE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
LPC
Lion Point Capital New York $16.7M AUM 119.35% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

LPL Financial's BLUE Position: Q4 2024 in Review

LPL Financial sold out of bluebird bio (BLUE) in Q4 2024, closing a stake of 4,304 shares — an estimated $44.7K sold.

LPL Financial first reported a position in BLUE in Q4 2017 and held it in 12 quarters. The position peaked at $947K in Q4 2017. 83 funds tracked by Wall St. Rank hold BLUE as of Q4 2024.

  • LPL Financial reported no remaining bluebird bio position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 4,304 bluebird bio shares in Q4 2024, an estimated $44.7K.
  • LPL Financial first reported a position in bluebird bio in Q4 2017 and held it in 12 quarters.
  • LPL Financial's bluebird bio position peaked at $947K in Q4 2017.
  • 83 funds tracked by Wall St. Rank held bluebird bio as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.